Questionnaire

Respected Sir / Madam,

I, Nirav Jingar, student of MSU BBA (T.Y. - Finance). As a part of my academic
curriculum, I am supposed to undertake a research project. I have chosen to conduct
research using Questionnaire method. It is prepared with the objective of collecting true
and fair information on the basis of which study is to be done.
My topic is Investment Patterns Of The Investors in Baroda.
I promise to keep your information confidential and use same for project purpose only.

Yours Thankfully,
Nirav Jingar.

M.S. University of Baroda

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Note: You are requested to fill this questionnaire without any bias and honestly.
Section A: Personal Information
a. Name:
b. Address (Optional):_____________________________________
c. Age:________
d. Education Qualification:_________________________________
_________________________________
e. Sex:

Male

Female

f. Occupation:_______________________
i. Business
ii. Profession
iii. Service
iv. Homemaker
g. Marital Status:
i. Married
ii. Unmarried
h. Your Annual Income: _____________________
i.
Less than Rs 1,50,000
ii.
RS. 1,50,000- Rs.2,00,000
iii. Rs.2,00,000- Rs.3,00,000
iv.
Rs.3,00,000- Rs.5,00,000
v.
Rs.5,00,000- Rs.8,00,000
vi.
Rs.8,00,000 and above______________
i. Number of Earning Member in Family other than you
1___ 2____ 3____
4 and more____
j. Your Annual Net Savings_____________________
i.
Rs. 15,000-20,000
ii.
Rs. 20,000-Rs 50,000
iii. Rs. 50,000-Rs.1,00,000
iv.
1,00,000-Rs. 2,00,000
v.
2,00,000 and above________________

M.S. University of Baroda

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Section B Investing Patterns:

a. Do you invest?
Yes
No
b. If Yes, then in which of the following avenue, what percentage of your saving is invested
in it, how long have you been investing in it and please give your ranking for same?
Avenues

Please tick mark

in avenue in
which you
invest?

% of
Duration
Savings Of
investment
(years)

Ranking

Equity shares
a) Cash Market
b) Derivatives
c) Both
Insurance Schemes
a) General
b) Medical
c) Life
Real estate
Bonds
a) Government securities
b) Savings bonds
c) Government agency securities
d) PSU bonds
e) Deb. of pvt. sector companies
Mutual Fund
a) Equity schemes
b) Debt schemes
Money Market Instrument
a) Commercial paper
b) Treasury bills
c) Certificates of deposit
Non marketable financial assets
a) Bank deposits
b) Post office deposits
c) Company deposits
d) Provident fund deposits
Precious metals
a) Gold
b) Silver
c) Art objects

M.S. University of Baroda

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c. Which factor you consider while selecting above mention avenues. (write preference)
A Safety

D Liquidity

B Tax saving

E Diversification

C Simplicity

F Affordability

d.

Do you make market Research before investment:

Yes

No (If Yes, kindly Mention)

Studying Annual Reports of Co.

Monitoring Share Markets
Getting information through Broker All
Any other, please specify______________________________
e. What is your major goal while you invest?
Security
Inflation protection
Growth and security
Growth
Maximum growth
Any other, please specify______________________________
f. How would you rate your familys overall financial situation?
We have no savings and large debts.
We have few savings and fair amount of debt.
We have some savings but also some debts.
We save quite regularly and have paid off most debts
We have few debts and are quite secure.
g. While investing in any avenue, do you need any agent or financial consultant?
Yes
No
h. If yes, how much help you take (continuation of previous question)?
Entirely dependent
Partially dependent

M.S. University of Baroda

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i. How would you rate your overall investment knowledge?

I have little knowledge and unfamiliar with investing
I have some knowledge but little experience with investing
I have a fair amount of knowledge and am familiar with how different asset
classes work
I have considerable knowledge and am comfortable with many investing
principles
I have extensive knowledge.
j. Which type of investment do you prefer?
Private
Public (government related like investment in nationalized banks)
Both
k. Which duration of investment do you prefer?
Less than 1 year
1-less than 3year
3 Less than 5 year
5 Less than 7
More than 7 years
l. What is your expected rate of return from any investment you do?
1-5%
5-10%
10-15%
15% and more
m. Any bad or good experiences you want to share, you faced while investing?
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________

THANK YOU VERY MUCH FOR GIVING YOUR VALUABLE TIME

AND COOPERATION.

M.S. University of Baroda

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